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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

Overview Fund Activity

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$3M
2
Wells Fargo
2
Wells Fargo
California
$14.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.9M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.13M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$316K
3
FWM
3
Fortress Wealth Management
California
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
HNB
5
Huntington National Bank
Ohio
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$1.46M -$46.1K -1,955 -3%
FNB
27
Farmers National Bank
Kentucky
$1.44M +$1.44M +61,134 New
MA
28
MONECO Advisors
Connecticut
$1.42M +$372K +15,796 +35%
CA
29
CGN Advisors
Kansas
$1.38M -$53.2K -2,257 -4%
ACA
30
Aptus Capital Advisors
Alabama
$1.3M +$99.6K +4,225 +8%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.26M +$15.4K +654 +1%
PFG
32
PAX Financial Group
Texas
$1.18M +$14.6K +619 +1%
ACM
33
AlphaStar Capital Management
North Carolina
$1.17M +$124K +5,265 +12%
Stifel Financial
34
Stifel Financial
Missouri
$1.16M -$102K -4,347 -8%
FF
35
Farnam Financial
Arizona
$1.06M – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$1.06M +$151K +6,422 +17%
SC
37
Savant Capital
Illinois
$1.04M -$46.2K -1,959 -4%
PWM
38
Paulson Wealth Management
Illinois
$1.01M +$82.3K +3,491 +9%
CWM
39
Cornerstone Wealth Management
Missouri
$1M +$95.2K +4,040 +11%
SPA
40
Sentinel Pension Advisors
Massachusetts
$877K +$150K +6,355 +21%
HGA
41
Hobbs Group Advisors
South Carolina
$857K +$4.1K +174 +0.5%
APA
42
Astoria Portfolio Advisors
New York
$839K -$74.8K -3,172 -8%
MWM
43
Meridian Wealth Management
Kentucky
$813K +$330 +14 +0%
Brown Advisory
44
Brown Advisory
Maryland
$811K +$199K +8,424 +32%
OIA
45
OneDigital Investment Advisors
Kansas
$802K – – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$754K +$433K +18,369 +135%
BPA
47
Beacon Pointe Advisors
California
$740K +$141 +6 +0%
FCAS
48
First Command Advisory Services
Texas
$720K +$451K +19,129 +168%
CIC
49
Carnegie Investment Counsel
Ohio
$715K -$18.9K -800 -3%
HBT
50
Hills Bank & Trust
Iowa
$671K +$551K +23,367 +457%
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